Financial Services

Financial Services

 

Financial Planning & Advice
Tired of living paycheck to paycheck? Achieve your goals with proper wealth management!

  • The six-step client process
    1. Establish and define the client / planner relationship
    2. Gather data including goals
    3. Analyze and evaluate current financial status
    4. Develop and present recommendations and/or alternatives
    5. Implement recommendations
    6. Monitor recommendation implementation
  • Confidential assistance
  • Comprehensive review of spending habits
  • Customized Spend Plan that works
  • Build an emergency plan
  • Create a debt elimination road map

Insurance Protection
What happens if you lose your job, have a long-term illness, or you become disabled? Protect your lifestyle now and in the future!

  • Products that protect life events
    • Term and Permanent Life
    • Mortgage Term Life
    • Annuities
    • Final Expense Life
    • Long Term Care
    • Medicare Supplements
    • Disability Income
  • Optimize cash value or loans
    • College funding
    • Weddings
    • Medical care
  • FREE Riders
    • Guaranteed Lifetime Income
    • Critical Illness
    • Terminal Illness
    • Critical Injury
    • Nursing Home (Chronic Illness)
    • Unemployment
  • Other Riders
    • Children’s Term
    • Disability Income
    • Guaranteed Insurability
    • Waiver of Premium

Retirement Planning
Work 30+ years … retired 20-30+ years … Are you prepared? Tailored investment strategies just or you!

  • Guidance with employer products
    • 401(k) – Traditional and ROTH
    • 403(b)
    • TSP – Traditional and ROTH
  • Services for business owners, Pastors, and church staffs
  • Create exist strategies & succession planning
  • Products
    • Traditional IRA
    • Roth IRA
    • 401(k)
    • 403(b)
    • SEP IRA

Financial Workshops & Seminars
Churches, businesses, organizations, associations, family gatherings, lunch and learns, and more!

  • Budget is NOT a bad word
  • Understanding and using credit wisely
  • Insurance…protect your lifestyle now & in the future
  • Investing 101…there is a difference between saving and investing — get in the know
  • Debt free college planning
  • Retirement planning – accumulation & distribution
  • Debt elimination strategies

Books

     $ Every Penny Counts Become a Middle-Income Millionaire (get it here)

     $ Budget is NOT a bad Word (coming June 2016)

 

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